January 6, 7 & 8 - Live-streamed
January 6-8, 2021
Broadcasting Live
12 to 5  Eastern

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About COW College 2021

COW College is Circle of Wealth®'s Annual Conference for members and future members.  This event is unique as it is 100% educational in nature and not a sponsor driven event.

It is where we introduce the latest software innovations, client presentations, training, marketing tools, and advanced case design ideas.  This year, we are focusing on how to leverage technology to evolve your processes and deliver a client experience that exceeds expectations.

We will be broadcasting live from a professional studio in Portland, Oregon and our broadcasting crew will bring COW College to you through our COW College 2021 Virtual Conference website.


Top Reasons to Attend:

  • Industry-leading sales training
  • 100% educational event
  • See a live client demonstration using the Circle of Wealth® (with a “real” client)
  • Learn how to use the Circle of Wealth® to dramatically impact your sales
  • Network with hundreds of financial professionals
  • Get early access to the latest Circle of Wealth® software tools and updates
  • Content is delivered virtually so you can attend from your home office without the expense of travel

What to Expect:

  • Live professionally produced broadcast 
  • 15+ hours of educational training & coaching
  • Presenter downloads of custom presentations, demo contact files & resources
  • Real-time Q&A with presenters & moderators
  • Cutting edge virtual networking - group & one-on-one chat and video conferencing
  • COW College only special discounts
  • And much, much more


Live-broadcast from Noon - 5 p.m. Eastern; all sessions start at the top of each hour.

January 6th
  • 2021 Blast Off with Jeremy Shipp & Don Blanton
  • Selling Life Insurance - COW Style with Starr Barnum
  • Next Level Retirement Planning and Annuities with Jeremy Shipp
  • Tackling College as a Major Capital Purchase with Beatrice Schultz & Beth Walker
  • Live Case Highlight Reel with Coaches Commentary
January 7th
  • Winning Business Owners as Clients with Matt Rzepka
  • Must Have Conversations with the new PEM Comparison Tool with Jeremy Shipp
  • Blockbuster Relationship with Fairway Mortgage with Beatrice Schultz & Harlan Accola
  • Live Case - 1st Meeting Accumulators with Starr Barnum
  • Coaches Corner - Q&A
January 8th
  • Changing Your Clients' DI Beliefs with Fredrick Hicks
  • The Advisor Marketing Framework with Crystal Langdon
  • New & Enhanced Tools from Don Buddy
  • Live Case - Meeting the Business Owner with Matt Rzepka
  • Coaches Corner - Q&A
  • COW College Wrap Up - What's Next!
Meet Our Presenters
Coaching by successful, practicing advisors who use the Circle of Wealth® system every day with their own clients & prospects.
Remembrance of Mark Guthrie
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Don Blanton
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Starr Barnum
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Crystal Langdon
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Beatrice Schultz
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Beth Walker
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Fred Hicks
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Matt Rzepka
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Jeremy Shipp
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Get the "New Stuff"
Released to COW College Attendees First! 

All of our new presentations, calculators, resources & tools are provided to registered attendees first (either before or during the conference) 

Just to name a few: Client-ready Educational Videos, PLI Import Feature, & Compare 2 Mortgages Presentation

Live from a Studio
Virtual Broadcast

The Circle of Wealth® Team will broadcast live from a professional studio.   This will be a polished, next-level online experience (not a Zoom webinar). 

We will use the broadcasting tools you see on mainstream TV to provide the best online experience EVER.

No Need to Travel
Enjoy from the Comfort of Your Home

This year there is no need to travel; sit back and relax in the safety and comfort of your own home or office and enjoy COW College 2021. 

Our COW College 2021 Virtual Conference website will bring the conference to you.

100% real & unscripted
The "live case"

There are three live client meeting experiences at COW College this year - one per day:

  • Live client meeting highlight reel with coaches commentary - Wednesday
  • The initial meeting with an accumulator couple - Thursday
  • The business owner client - Friday

See the Circle of Wealth® in action.  Hear what to say, what to show and what order to do it in.

Conference Registration
Got questions?
Platinum Pass
for Members Only

Virtual Conference Website
Live Stream All Sessions
Live Stream Live Case
Recording Archive of All Sessions
COW College Special Discounts
Shared Documents & Resources

Gold Pass 
for Future Members
Are you a financial professional interested in learning more about the Circle of Wealth®?

You are invited to attend with our "Gold Pass for Future Members."  This pass will allow you to experience the tremendous culture our community has created and learn more about the most effective communication tools in the industry.
If you work for a financial organization supporting advisors and would like to participate in our Strategic Partner Program - click here
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